Canadian Investment Counselor - Global Client Relations

Insight Global; Plano (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical premiums

Dental premiums

Vision premiums

401(k) match

PTO & holidays

Family support leave

Fertility benefit

Job summary

Insight Global is seeking Canadian Investment Counselors to join their client's team. You will manage about 200 Canadian-based clients and handle roughly 10 calls per day, both scheduled and unscheduled.

You will host client events and may travel internationally to Canada roughly quarterly. No cold calling; you will work with a roster of high-net-worth clients and benefit from comprehensive coverage including 100% paid medical, dental, and vision premiums.

Qualifications

• Minimum of 2 total years of investment management experience.
• Must have CFA Level 1; CFA or quantitative master's required if CFA absent.
• Masters degrees listed: MFin, MFE, MQF; CIM may work.
• Heavy finance-focused MBA may be considered with SRIF experience.

Responsibilities

• Manage a portfolio of ~200 Canadian-based clients.
• Conduct about 10 client calls per day, scheduled and unscheduled.

Skills

CFA Level 1

Finance master's degree

2+ years investment management

Fixed income knowledge

Education

Masters in Finance (MFin)

Masters of Engineering (MFE)

Masters of Quantitative Finance (MQF)

CIM

Job description

Insight Global is seeking Canadian Investment Counselors to join their client's team. You will manage about 200 Canadian-based clients and handle roughly 10 calls per day, both scheduled and unscheduled.

You will host client events and may travel internationally to Canada roughly quarterly. No cold calling; you will work with a roster of high-net-worth clients and benefit from comprehensive coverage including 100% paid medical, dental, and vision premiums.